Santos（STS1）株式概要サントス・リミテッドはオーストラリアとパプアニューギニアで炭化水素の探査、開発、生産、輸送、販売を行っている。 詳細STS1 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長3/6過去の実績2/6財務の健全性5/6配当金3/6報酬当社が推定した公正価値より77.2%で取引されている 収益は年間11.55%増加すると予測されています リスク分析4.47%の配当は、利益やフリーキャッシュフローによって十分にカバーされていない 株式の流動性は非常に低い すべてのリスクチェックを見るSTS1 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW489,440 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG489,440 investors already sharing narrativesYour Fair ValueCHF Current PriceCHF 4.2611.5% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-2b8b2016201920222025202620282031Revenue US$6.7bEarnings US$1.1bAdvancedSet Fair ValueView all narrativesSantos Limited 競合他社OvintivSymbol: NYSE:OVVMarket cap: US$15.5bTourmaline OilSymbol: TSX:TOUMarket cap: CA$23.8bSNGN RomgazSymbol: BVB:SNGMarket cap: RON 59.7bAker BPSymbol: OB:AKRBPMarket cap: NOK 194.9b価格と性能株価の高値、安値、推移の概要Santos過去の株価現在の株価AU$4.2652週高値AU$052週安値AU$0ベータ-0.111ヶ月の変化-4.73%3ヶ月変化n/a1年変化n/a3年間の変化n/a5年間の変化n/aIPOからの変化3.78%最新ニュースお知らせ • Jun 18Santos Limited Appoints Kate Vidgen as Independent Non-Executive Director Effective 17 June 2026Santos Limited announced that Ms. Kate Vidgen will be appointed as an independent Non-Executive Director effective 17 June 2026. Ms. Vidgen brings extensive experience to Santos as a senior finance executive and non-executive director, with a demonstrated track record across the energy, resources, infrastructure and technology sectors. In addition to 26 years in executive roles at Macquarie Group, Ms. Vidgen has accumulated more than a decade of board-level experience. Notably, Ms. Vidgen served as the Chair of Quadrant Energy Pty Ltd, bringing direct and practical knowledge of the oil and gas operating environment to the Board. Ms. Vidgen currently serves on the board of Bond University, consults as an Operating Partner to Macquarie Asset Management, is an independent Non-Executive Director of Macquarie Technology Group Limited and is the Chair of SkyNRG BV. Ms Vidgen has also served as an independent Non-Executive Director of Aurizon Holdings Ltd, a member of the Clean Energy Regulator and a National Board Member of Chief Executive Women. Ms. Vidgen's appointment follows the retirement of Ms. Yasmin Allen on 21 February 2026.New Risk • Jun 08New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 94% Cash payout ratio: 101% Dividend yield: 4.3% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Dividend is not well covered by earnings and cash flows. Payout ratio: 94% Cash payout ratio: 101%お知らせ • Mar 13Santos Limited, Annual General Meeting, Apr 16, 2026Santos Limited, Annual General Meeting, Apr 16, 2026. Location: at meeting hall c, adelaide convention centre, north terrace, adelaide, south australia, 5000., Australiaお知らせ • Feb 18+ 2 more updatesSantos Limited Provides Production and Sales Volume Guidance for the Year 2026Santos Limited provided production and sales volume guidance for the year 2026. Guidance for 2026 remains unchanged. Production volumes to be 101 to 111 mmboe and Sales volumes to be 101 to 111 mmboe.お知らせ • Dec 20Santos Limited Appoints Lachlan Harris as Chief Financial Officer, Effective 19 December 2025Santos Limited announced the appointment of Lachlan Harris as Chief Financial Officer, effective 19 December 2025. Mr. Harris has been responsible for overseeing the company's financial stewardship since his appointment as Acting Chief Financial Officer in October. In his 15 years with the business, Mr. Harris has held a range of leadership positions including across treasury, finance systems and risk. Most recently, he held the roles of Deputy Chief Financial Officer and Treasurer and previously acted in the Chief Financial Officer role. Mr. Harris is a Fellow of the Chartered Accountants Australia and New Zealand and holds a Bachelor of Commerce (Accounting & Finance).お知らせ • Sep 17XRG P.J.S.C, Abu Dhabi Developmental Holding Company PJSC and The Carlyle Group Inc. (NasdaqGS:CG) cancelled the acquisition of Santos Limited (ASX:STO).XRG P.J.S.C, Abu Dhabi Developmental Holding Company PJSC and The Carlyle Group Inc. (NasdaqGS:CG) proposed to acquire Santos Limited (ASX:STO) for AUD 28.8 billion on June 13, 2025. The offer per share value for Santos is AUD 8.89 per share. This acquisition is via a scheme of arrangement. Santos Board confirms that, subject to reaching agreement on acceptable terms of a binding SIA, it intends to unanimously recommend that Santos Shareholders vote in favour of the Potential Transaction, in the absence of a superior proposal and subject to an independent expert concluding, and continuing to conclude, that the Potential Transaction is fair and reasonable and in the best interests of Santos Shareholders. As of June 27, 2025, XRG P.J.S.C, Abu Dhabi Developmental Holding Company PJSC and The Carlyle Group Inc. has entered into a process and exclusivity deed to acquire Santos Limited. The Indicative Proposal is subject to the satisfactory completion of confirmatory due diligence by the XRG Consortium and the negotiation and execution of an agreed scheme implementation agreement (SIA) with Santos on customary terms and conditions. Implementation of the scheme under the SIA would be conditional on (among other things) customary approval from the Foreign Investment Review Board, Australian Securities and Investments Commission, National Offshore Petroleum Titles Administrator, PNG Securities Commission, PNG Independent Consumer and Competition Commission and Committee on Foreign Investment in the United States. As of July 1, 2025, the consortium has been granted exclusive due diligence access for a period of six weeks from June 27, 2025. The exclusivity provisions include customary “no shop”, “no talk”, “no due diligence” and “notification” obligations that apply during the exclusivity period. The transaction also requires approval from regulators in Papua New Guinea and the United States. As on August 11, 2025, The XRG Consortium has now substantially completed due diligence in relation to the Potential Transaction under the Process and Exclusivity Deed dated June 27, 2025. Santos has consented to the Extension until August 22, 2025 to enable the XRG Consortium to finalise due diligence and progress a scheme implementation agreement (SIA). Santos Shareholders do not need to take any action in relation to this announcement. Santos notes that there is no certainty that the XRG Consortium will enter into a binding SIA on terms acceptable to Santos or that the Potential Transaction will proceed. Santos will continue to keep its shareholders informed in accordance with its continuous disclosure obligations. As on August 19, 2025, The XRG Consortium has indicated that these approvals are expected to take four weeks to obtain (assuming an expedited process, potentially longer without) from the time that both due diligence is complete and the terms of an SIA are agreed in principle. As on August 25, 2025, The Consortium has requested an extension of the exclusivity period to conclude due diligence and to allow the Consortium to obtain all necessary approvals to enter into a binding transaction. Santos has agreed to an extension of the Process Deed September 19, 2025. The Goldman Sachs Group, Inc. (NYSE:GS) and J.B. North & Co Pty Ltd acted as financial advisor and Herbert Smith Freehills Kramer acted as legal advisor to Santos. Rothschild & Co is acting as independent board adviser. XRG P.J.S.C, Abu Dhabi Developmental Holding Company PJSC and The Carlyle Group Inc. (NasdaqGS:CG) cancelled the acquisition of Santos Limited (ASX:STO) on September 17, 2025.最新情報をもっと見るRecent updatesお知らせ • Jun 18Santos Limited Appoints Kate Vidgen as Independent Non-Executive Director Effective 17 June 2026Santos Limited announced that Ms. Kate Vidgen will be appointed as an independent Non-Executive Director effective 17 June 2026. Ms. Vidgen brings extensive experience to Santos as a senior finance executive and non-executive director, with a demonstrated track record across the energy, resources, infrastructure and technology sectors. In addition to 26 years in executive roles at Macquarie Group, Ms. Vidgen has accumulated more than a decade of board-level experience. Notably, Ms. Vidgen served as the Chair of Quadrant Energy Pty Ltd, bringing direct and practical knowledge of the oil and gas operating environment to the Board. Ms. Vidgen currently serves on the board of Bond University, consults as an Operating Partner to Macquarie Asset Management, is an independent Non-Executive Director of Macquarie Technology Group Limited and is the Chair of SkyNRG BV. Ms Vidgen has also served as an independent Non-Executive Director of Aurizon Holdings Ltd, a member of the Clean Energy Regulator and a National Board Member of Chief Executive Women. Ms. Vidgen's appointment follows the retirement of Ms. Yasmin Allen on 21 February 2026.New Risk • Jun 08New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 94% Cash payout ratio: 101% Dividend yield: 4.3% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Dividend is not well covered by earnings and cash flows. Payout ratio: 94% Cash payout ratio: 101%お知らせ • Mar 13Santos Limited, Annual General Meeting, Apr 16, 2026Santos Limited, Annual General Meeting, Apr 16, 2026. Location: at meeting hall c, adelaide convention centre, north terrace, adelaide, south australia, 5000., Australiaお知らせ • Feb 18+ 2 more updatesSantos Limited Provides Production and Sales Volume Guidance for the Year 2026Santos Limited provided production and sales volume guidance for the year 2026. Guidance for 2026 remains unchanged. Production volumes to be 101 to 111 mmboe and Sales volumes to be 101 to 111 mmboe.お知らせ • Dec 20Santos Limited Appoints Lachlan Harris as Chief Financial Officer, Effective 19 December 2025Santos Limited announced the appointment of Lachlan Harris as Chief Financial Officer, effective 19 December 2025. Mr. Harris has been responsible for overseeing the company's financial stewardship since his appointment as Acting Chief Financial Officer in October. In his 15 years with the business, Mr. Harris has held a range of leadership positions including across treasury, finance systems and risk. Most recently, he held the roles of Deputy Chief Financial Officer and Treasurer and previously acted in the Chief Financial Officer role. Mr. Harris is a Fellow of the Chartered Accountants Australia and New Zealand and holds a Bachelor of Commerce (Accounting & Finance).お知らせ • Sep 17XRG P.J.S.C, Abu Dhabi Developmental Holding Company PJSC and The Carlyle Group Inc. (NasdaqGS:CG) cancelled the acquisition of Santos Limited (ASX:STO).XRG P.J.S.C, Abu Dhabi Developmental Holding Company PJSC and The Carlyle Group Inc. (NasdaqGS:CG) proposed to acquire Santos Limited (ASX:STO) for AUD 28.8 billion on June 13, 2025. The offer per share value for Santos is AUD 8.89 per share. This acquisition is via a scheme of arrangement. Santos Board confirms that, subject to reaching agreement on acceptable terms of a binding SIA, it intends to unanimously recommend that Santos Shareholders vote in favour of the Potential Transaction, in the absence of a superior proposal and subject to an independent expert concluding, and continuing to conclude, that the Potential Transaction is fair and reasonable and in the best interests of Santos Shareholders. As of June 27, 2025, XRG P.J.S.C, Abu Dhabi Developmental Holding Company PJSC and The Carlyle Group Inc. has entered into a process and exclusivity deed to acquire Santos Limited. The Indicative Proposal is subject to the satisfactory completion of confirmatory due diligence by the XRG Consortium and the negotiation and execution of an agreed scheme implementation agreement (SIA) with Santos on customary terms and conditions. Implementation of the scheme under the SIA would be conditional on (among other things) customary approval from the Foreign Investment Review Board, Australian Securities and Investments Commission, National Offshore Petroleum Titles Administrator, PNG Securities Commission, PNG Independent Consumer and Competition Commission and Committee on Foreign Investment in the United States. As of July 1, 2025, the consortium has been granted exclusive due diligence access for a period of six weeks from June 27, 2025. The exclusivity provisions include customary “no shop”, “no talk”, “no due diligence” and “notification” obligations that apply during the exclusivity period. The transaction also requires approval from regulators in Papua New Guinea and the United States. As on August 11, 2025, The XRG Consortium has now substantially completed due diligence in relation to the Potential Transaction under the Process and Exclusivity Deed dated June 27, 2025. Santos has consented to the Extension until August 22, 2025 to enable the XRG Consortium to finalise due diligence and progress a scheme implementation agreement (SIA). Santos Shareholders do not need to take any action in relation to this announcement. Santos notes that there is no certainty that the XRG Consortium will enter into a binding SIA on terms acceptable to Santos or that the Potential Transaction will proceed. Santos will continue to keep its shareholders informed in accordance with its continuous disclosure obligations. As on August 19, 2025, The XRG Consortium has indicated that these approvals are expected to take four weeks to obtain (assuming an expedited process, potentially longer without) from the time that both due diligence is complete and the terms of an SIA are agreed in principle. As on August 25, 2025, The Consortium has requested an extension of the exclusivity period to conclude due diligence and to allow the Consortium to obtain all necessary approvals to enter into a binding transaction. Santos has agreed to an extension of the Process Deed September 19, 2025. The Goldman Sachs Group, Inc. (NYSE:GS) and J.B. North & Co Pty Ltd acted as financial advisor and Herbert Smith Freehills Kramer acted as legal advisor to Santos. Rothschild & Co is acting as independent board adviser. XRG P.J.S.C, Abu Dhabi Developmental Holding Company PJSC and The Carlyle Group Inc. (NasdaqGS:CG) cancelled the acquisition of Santos Limited (ASX:STO) on September 17, 2025.お知らせ • Aug 25Santos Limited Announces Ordinary Fully Paid Dividend for A Period of Six Months Ended June 30, 2025, Payable on October 1, 2025Santos Limited announced ordinary fully paid dividend of USD 0.1340 per security for a period of six months ended June 30, 2025. Record Date: September 3, 2025, Ex Date: September 2, 2025 and Payment Date: October 1, 2025.株主還元STS1CH Oil and GasCH 市場7D7.7%3.6%-1.0%1Yn/a28.6%14.4%株主還元を見る業界別リターン: STS1がSwiss Oil and Gas業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: STS1 Swiss市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is STS1's price volatile compared to industry and market?STS1 volatilitySTS1 Average Weekly Movementn/aOil and Gas Industry Average Movement5.7%Market Average Movement4.1%10% most volatile stocks in CH Market7.3%10% least volatile stocks in CH Market2.1%安定した株価: STS1の株価は、 Swiss市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 過去 1 年間のSTS1のボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト19544,028Kevin Gallagherwww.santos.comサントス・リミテッドはオーストラリアとパプアニューギニアで炭化水素の探査、開発、生産、輸送、販売を行っている。同社の資産は、アラスカ、クーパー盆地、クイーンズランドとニューサウスウェールズ、パプアニューギニア、西オーストラリア、北オーストラリア、東ティモールにある。また、脱炭素技術の開発にも取り組んでいる。さらに、原油、液化石油ガス、エタン、液化天然ガス、コンデンセート、天然ガスを生産している。サントス・リミテッドは1954年に設立され、オーストラリアのアデレードに本社を置いている。もっと見るSantos Limited 基礎のまとめSantos の収益と売上を時価総額と比較するとどうか。STS1 基礎統計学時価総額CHF 13.88b収益（TTM）CHF 661.45m売上高(TTM)CHF 3.99b21.0xPER（株価収益率3.5xP/SレシオSTS1 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計STS1 損益計算書（TTM）収益US$4.94b売上原価US$3.28b売上総利益US$1.66bその他の費用US$846.00m収益US$818.00m直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）0.25グロス・マージン33.69%純利益率16.56%有利子負債／自己資本比率38.8%STS1 の長期的なパフォーマンスは？過去の実績と比較を見る配当金4.5%現在の配当利回り94%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/10 00:29終値2026/07/10 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Santos Limited 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。19 アナリスト機関Dale KoendersBarrenjoey Markets Pty LimitedNEIL BEVERIDGEBernsteinMatt ChalmersBofA Global Research16 その他のアナリストを表示
お知らせ • Jun 18Santos Limited Appoints Kate Vidgen as Independent Non-Executive Director Effective 17 June 2026Santos Limited announced that Ms. Kate Vidgen will be appointed as an independent Non-Executive Director effective 17 June 2026. Ms. Vidgen brings extensive experience to Santos as a senior finance executive and non-executive director, with a demonstrated track record across the energy, resources, infrastructure and technology sectors. In addition to 26 years in executive roles at Macquarie Group, Ms. Vidgen has accumulated more than a decade of board-level experience. Notably, Ms. Vidgen served as the Chair of Quadrant Energy Pty Ltd, bringing direct and practical knowledge of the oil and gas operating environment to the Board. Ms. Vidgen currently serves on the board of Bond University, consults as an Operating Partner to Macquarie Asset Management, is an independent Non-Executive Director of Macquarie Technology Group Limited and is the Chair of SkyNRG BV. Ms Vidgen has also served as an independent Non-Executive Director of Aurizon Holdings Ltd, a member of the Clean Energy Regulator and a National Board Member of Chief Executive Women. Ms. Vidgen's appointment follows the retirement of Ms. Yasmin Allen on 21 February 2026.
New Risk • Jun 08New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 94% Cash payout ratio: 101% Dividend yield: 4.3% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Dividend is not well covered by earnings and cash flows. Payout ratio: 94% Cash payout ratio: 101%
お知らせ • Mar 13Santos Limited, Annual General Meeting, Apr 16, 2026Santos Limited, Annual General Meeting, Apr 16, 2026. Location: at meeting hall c, adelaide convention centre, north terrace, adelaide, south australia, 5000., Australia
お知らせ • Feb 18+ 2 more updatesSantos Limited Provides Production and Sales Volume Guidance for the Year 2026Santos Limited provided production and sales volume guidance for the year 2026. Guidance for 2026 remains unchanged. Production volumes to be 101 to 111 mmboe and Sales volumes to be 101 to 111 mmboe.
お知らせ • Dec 20Santos Limited Appoints Lachlan Harris as Chief Financial Officer, Effective 19 December 2025Santos Limited announced the appointment of Lachlan Harris as Chief Financial Officer, effective 19 December 2025. Mr. Harris has been responsible for overseeing the company's financial stewardship since his appointment as Acting Chief Financial Officer in October. In his 15 years with the business, Mr. Harris has held a range of leadership positions including across treasury, finance systems and risk. Most recently, he held the roles of Deputy Chief Financial Officer and Treasurer and previously acted in the Chief Financial Officer role. Mr. Harris is a Fellow of the Chartered Accountants Australia and New Zealand and holds a Bachelor of Commerce (Accounting & Finance).
お知らせ • Sep 17XRG P.J.S.C, Abu Dhabi Developmental Holding Company PJSC and The Carlyle Group Inc. (NasdaqGS:CG) cancelled the acquisition of Santos Limited (ASX:STO).XRG P.J.S.C, Abu Dhabi Developmental Holding Company PJSC and The Carlyle Group Inc. (NasdaqGS:CG) proposed to acquire Santos Limited (ASX:STO) for AUD 28.8 billion on June 13, 2025. The offer per share value for Santos is AUD 8.89 per share. This acquisition is via a scheme of arrangement. Santos Board confirms that, subject to reaching agreement on acceptable terms of a binding SIA, it intends to unanimously recommend that Santos Shareholders vote in favour of the Potential Transaction, in the absence of a superior proposal and subject to an independent expert concluding, and continuing to conclude, that the Potential Transaction is fair and reasonable and in the best interests of Santos Shareholders. As of June 27, 2025, XRG P.J.S.C, Abu Dhabi Developmental Holding Company PJSC and The Carlyle Group Inc. has entered into a process and exclusivity deed to acquire Santos Limited. The Indicative Proposal is subject to the satisfactory completion of confirmatory due diligence by the XRG Consortium and the negotiation and execution of an agreed scheme implementation agreement (SIA) with Santos on customary terms and conditions. Implementation of the scheme under the SIA would be conditional on (among other things) customary approval from the Foreign Investment Review Board, Australian Securities and Investments Commission, National Offshore Petroleum Titles Administrator, PNG Securities Commission, PNG Independent Consumer and Competition Commission and Committee on Foreign Investment in the United States. As of July 1, 2025, the consortium has been granted exclusive due diligence access for a period of six weeks from June 27, 2025. The exclusivity provisions include customary “no shop”, “no talk”, “no due diligence” and “notification” obligations that apply during the exclusivity period. The transaction also requires approval from regulators in Papua New Guinea and the United States. As on August 11, 2025, The XRG Consortium has now substantially completed due diligence in relation to the Potential Transaction under the Process and Exclusivity Deed dated June 27, 2025. Santos has consented to the Extension until August 22, 2025 to enable the XRG Consortium to finalise due diligence and progress a scheme implementation agreement (SIA). Santos Shareholders do not need to take any action in relation to this announcement. Santos notes that there is no certainty that the XRG Consortium will enter into a binding SIA on terms acceptable to Santos or that the Potential Transaction will proceed. Santos will continue to keep its shareholders informed in accordance with its continuous disclosure obligations. As on August 19, 2025, The XRG Consortium has indicated that these approvals are expected to take four weeks to obtain (assuming an expedited process, potentially longer without) from the time that both due diligence is complete and the terms of an SIA are agreed in principle. As on August 25, 2025, The Consortium has requested an extension of the exclusivity period to conclude due diligence and to allow the Consortium to obtain all necessary approvals to enter into a binding transaction. Santos has agreed to an extension of the Process Deed September 19, 2025. The Goldman Sachs Group, Inc. (NYSE:GS) and J.B. North & Co Pty Ltd acted as financial advisor and Herbert Smith Freehills Kramer acted as legal advisor to Santos. Rothschild & Co is acting as independent board adviser. XRG P.J.S.C, Abu Dhabi Developmental Holding Company PJSC and The Carlyle Group Inc. (NasdaqGS:CG) cancelled the acquisition of Santos Limited (ASX:STO) on September 17, 2025.
お知らせ • Jun 18Santos Limited Appoints Kate Vidgen as Independent Non-Executive Director Effective 17 June 2026Santos Limited announced that Ms. Kate Vidgen will be appointed as an independent Non-Executive Director effective 17 June 2026. Ms. Vidgen brings extensive experience to Santos as a senior finance executive and non-executive director, with a demonstrated track record across the energy, resources, infrastructure and technology sectors. In addition to 26 years in executive roles at Macquarie Group, Ms. Vidgen has accumulated more than a decade of board-level experience. Notably, Ms. Vidgen served as the Chair of Quadrant Energy Pty Ltd, bringing direct and practical knowledge of the oil and gas operating environment to the Board. Ms. Vidgen currently serves on the board of Bond University, consults as an Operating Partner to Macquarie Asset Management, is an independent Non-Executive Director of Macquarie Technology Group Limited and is the Chair of SkyNRG BV. Ms Vidgen has also served as an independent Non-Executive Director of Aurizon Holdings Ltd, a member of the Clean Energy Regulator and a National Board Member of Chief Executive Women. Ms. Vidgen's appointment follows the retirement of Ms. Yasmin Allen on 21 February 2026.
New Risk • Jun 08New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 94% Cash payout ratio: 101% Dividend yield: 4.3% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Dividend is not well covered by earnings and cash flows. Payout ratio: 94% Cash payout ratio: 101%
お知らせ • Mar 13Santos Limited, Annual General Meeting, Apr 16, 2026Santos Limited, Annual General Meeting, Apr 16, 2026. Location: at meeting hall c, adelaide convention centre, north terrace, adelaide, south australia, 5000., Australia
お知らせ • Feb 18+ 2 more updatesSantos Limited Provides Production and Sales Volume Guidance for the Year 2026Santos Limited provided production and sales volume guidance for the year 2026. Guidance for 2026 remains unchanged. Production volumes to be 101 to 111 mmboe and Sales volumes to be 101 to 111 mmboe.
お知らせ • Dec 20Santos Limited Appoints Lachlan Harris as Chief Financial Officer, Effective 19 December 2025Santos Limited announced the appointment of Lachlan Harris as Chief Financial Officer, effective 19 December 2025. Mr. Harris has been responsible for overseeing the company's financial stewardship since his appointment as Acting Chief Financial Officer in October. In his 15 years with the business, Mr. Harris has held a range of leadership positions including across treasury, finance systems and risk. Most recently, he held the roles of Deputy Chief Financial Officer and Treasurer and previously acted in the Chief Financial Officer role. Mr. Harris is a Fellow of the Chartered Accountants Australia and New Zealand and holds a Bachelor of Commerce (Accounting & Finance).
お知らせ • Sep 17XRG P.J.S.C, Abu Dhabi Developmental Holding Company PJSC and The Carlyle Group Inc. (NasdaqGS:CG) cancelled the acquisition of Santos Limited (ASX:STO).XRG P.J.S.C, Abu Dhabi Developmental Holding Company PJSC and The Carlyle Group Inc. (NasdaqGS:CG) proposed to acquire Santos Limited (ASX:STO) for AUD 28.8 billion on June 13, 2025. The offer per share value for Santos is AUD 8.89 per share. This acquisition is via a scheme of arrangement. Santos Board confirms that, subject to reaching agreement on acceptable terms of a binding SIA, it intends to unanimously recommend that Santos Shareholders vote in favour of the Potential Transaction, in the absence of a superior proposal and subject to an independent expert concluding, and continuing to conclude, that the Potential Transaction is fair and reasonable and in the best interests of Santos Shareholders. As of June 27, 2025, XRG P.J.S.C, Abu Dhabi Developmental Holding Company PJSC and The Carlyle Group Inc. has entered into a process and exclusivity deed to acquire Santos Limited. The Indicative Proposal is subject to the satisfactory completion of confirmatory due diligence by the XRG Consortium and the negotiation and execution of an agreed scheme implementation agreement (SIA) with Santos on customary terms and conditions. Implementation of the scheme under the SIA would be conditional on (among other things) customary approval from the Foreign Investment Review Board, Australian Securities and Investments Commission, National Offshore Petroleum Titles Administrator, PNG Securities Commission, PNG Independent Consumer and Competition Commission and Committee on Foreign Investment in the United States. As of July 1, 2025, the consortium has been granted exclusive due diligence access for a period of six weeks from June 27, 2025. The exclusivity provisions include customary “no shop”, “no talk”, “no due diligence” and “notification” obligations that apply during the exclusivity period. The transaction also requires approval from regulators in Papua New Guinea and the United States. As on August 11, 2025, The XRG Consortium has now substantially completed due diligence in relation to the Potential Transaction under the Process and Exclusivity Deed dated June 27, 2025. Santos has consented to the Extension until August 22, 2025 to enable the XRG Consortium to finalise due diligence and progress a scheme implementation agreement (SIA). Santos Shareholders do not need to take any action in relation to this announcement. Santos notes that there is no certainty that the XRG Consortium will enter into a binding SIA on terms acceptable to Santos or that the Potential Transaction will proceed. Santos will continue to keep its shareholders informed in accordance with its continuous disclosure obligations. As on August 19, 2025, The XRG Consortium has indicated that these approvals are expected to take four weeks to obtain (assuming an expedited process, potentially longer without) from the time that both due diligence is complete and the terms of an SIA are agreed in principle. As on August 25, 2025, The Consortium has requested an extension of the exclusivity period to conclude due diligence and to allow the Consortium to obtain all necessary approvals to enter into a binding transaction. Santos has agreed to an extension of the Process Deed September 19, 2025. The Goldman Sachs Group, Inc. (NYSE:GS) and J.B. North & Co Pty Ltd acted as financial advisor and Herbert Smith Freehills Kramer acted as legal advisor to Santos. Rothschild & Co is acting as independent board adviser. XRG P.J.S.C, Abu Dhabi Developmental Holding Company PJSC and The Carlyle Group Inc. (NasdaqGS:CG) cancelled the acquisition of Santos Limited (ASX:STO) on September 17, 2025.
お知らせ • Aug 25Santos Limited Announces Ordinary Fully Paid Dividend for A Period of Six Months Ended June 30, 2025, Payable on October 1, 2025Santos Limited announced ordinary fully paid dividend of USD 0.1340 per security for a period of six months ended June 30, 2025. Record Date: September 3, 2025, Ex Date: September 2, 2025 and Payment Date: October 1, 2025.
